Allen & Co.
Industry: Bank
DescriptionAllen & Company LLC is an American privately held boutique investment bank based at 711 Fifth Avenue, New York. The firm, known for its deliberate avoidance of publicity, specializes in real estate, technology, media and entertainment. Headquarters: New York City, NY Founder: Charles Robert Allen, Jr Number of employees: 170 (2010) Founded: 1922 Subsidiary: ALLEN & COMPANY ADVISORS UK LIMITED Type of business: Privately held company
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Allen & Co. Employees
Employee
Years
Job
Industry
Anamaria Senior Anamaria Senior's Allen & Co. Experience May 2007 - August 2007
Job Entrepreneurship, Fashion Marketing, Trend Forecasting
Industry Apparel & Fashion
Experience
PonteLaModa.com October 2012 - December 2014
Instituto de Diseño Brivil October 2011 - August 2014
We Happy Few :) February 2010 - November 2011
Bergdorf Goodman January 2009 - May 2009
Ann Taylor June 2008 - August 2008
Carolina Herrera September 2007 - November 2007
Michael Bastian September 2007 - November 2007
Allen & Co. May 2007 - August 2007
Skills
Fashion, Marketing, Apparel, Brand Development, Social Media, Public Relations, Social Media Marketing, Merchandising, Business Strategy, Social Networking, Advertising, Management, Microsoft Office, Marketing Strategy
Education
Parsons School of Design 2008 — 2009
AAS, Fashion Marketing, Honors
Boston College 2003 — 2007
BS, Finance, Marketing
PonteLaModa.com October 2012 - December 2014
Instituto de Diseño Brivil October 2011 - August 2014
We Happy Few :) February 2010 - November 2011
Bergdorf Goodman January 2009 - May 2009
Ann Taylor June 2008 - August 2008
Carolina Herrera September 2007 - November 2007
Michael Bastian September 2007 - November 2007
Allen & Co. May 2007 - August 2007
Skills
Fashion, Marketing, Apparel, Brand Development, Social Media, Public Relations, Social Media Marketing, Merchandising, Business Strategy, Social Networking, Advertising, Management, Microsoft Office, Marketing Strategy
Education
Parsons School of Design 2008 — 2009
AAS, Fashion Marketing, Honors
Boston College 2003 — 2007
BS, Finance, Marketing
Will Edmondson Will Edmondson's Allen & Co. Experience June 2006 - August 2006
Job Director, Analytics at MLB Advanced Media
Industry Internet
Experience
Major League Baseball Advanced Media August 2010 - Present
Sling Media June 2008 - July 2010
Sling Media January 2008 - May 2008
Mentor Partners June 2007 - August 2007
Allen & Co. June 2006 - August 2006
Skills
Digital Media, New Media, Social Media, Analytics
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), History, Political Science
Columbia College (NY) 2004 — 2008
Bachelor of Arts (B.A.), History, Political Science
Ithaca High School 2000 — 2004
Major League Baseball Advanced Media August 2010 - Present
Sling Media June 2008 - July 2010
Sling Media January 2008 - May 2008
Mentor Partners June 2007 - August 2007
Allen & Co. June 2006 - August 2006
Skills
Digital Media, New Media, Social Media, Analytics
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), History, Political Science
Columbia College (NY) 2004 — 2008
Bachelor of Arts (B.A.), History, Political Science
Ithaca High School 2000 — 2004
Roy Price Roy Price's Allen & Co. Experience June 1990 - September 1992
Job
Industry Entertainment
Experience
Amazon.com September 2014 - Present
Amazon.com April 2009 - September 2014
Amazon.com December 2006 - April 2009
Amazon November 2004 - November 2006
Price Entertainment January 2003 - October 2004
McKinsey & Co. January 2001 - December 2002
Walt Disney Co. June 1995 - December 2000
Allen & Co. June 1990 - September 1992
Skills
Product Management, Content Development, Business Planning, Animation, Software Development, Television, Series Development, Launching New Brands, Team Building, Contract Negotiation, Strategic Partnerships, Digital Media, Product Development, Web Video, Broadcast, Strategic Planning, Start-ups, Streaming Media, VOD, Digital Video, E-commerce, Venture Capital, Online Marketing, Mobile Devices, Digital Marketing, User Experience, Entertainment, Product Marketing, Strategy, New Media, Digital Strategy, Storytelling, Content Strategy, Monetization, Content Management, Licensing, Analytics
Education
USC Gould School of Law 1992 — 1995
JD
Harvard University 1985 — 1989
BA
Amazon.com September 2014 - Present
Amazon.com April 2009 - September 2014
Amazon.com December 2006 - April 2009
Amazon November 2004 - November 2006
Price Entertainment January 2003 - October 2004
McKinsey & Co. January 2001 - December 2002
Walt Disney Co. June 1995 - December 2000
Allen & Co. June 1990 - September 1992
Skills
Product Management, Content Development, Business Planning, Animation, Software Development, Television, Series Development, Launching New Brands, Team Building, Contract Negotiation, Strategic Partnerships, Digital Media, Product Development, Web Video, Broadcast, Strategic Planning, Start-ups, Streaming Media, VOD, Digital Video, E-commerce, Venture Capital, Online Marketing, Mobile Devices, Digital Marketing, User Experience, Entertainment, Product Marketing, Strategy, New Media, Digital Strategy, Storytelling, Content Strategy, Monetization, Content Management, Licensing, Analytics
Education
USC Gould School of Law 1992 — 1995
JD
Harvard University 1985 — 1989
BA
Robert Rutherford Robert Rutherford's Allen & Co. Experience July 2003 - July 2003
Job Founder and CEO at Hive Lighting Inc.
Industry Entertainment
Experience
Hive Lighting February 2011 - Present
GGI September 2009 - February 2011
Media Rights Capital April 2008 - September 2009
Waterman Films LLC March 2008 - April 2009
Endeavor Agency August 2006 - April 2008
Anonymous Content February 2006 - July 2006
Underground Films 2006 - 2006
Ivy Film Festival September 2004 - December 2005
Allen & Co. July 2003 - July 2003
Electronic Arts Inc. April 2001 - June 2001
Skills
Film, Social Media, Business Development, Marketing Strategy, Research, Editing, Entrepreneurship, Start-ups, Social Networking, Entertainment, Social Media Marketing, Television, New Media, Marketing, Event Management, Digital Media, Strategic Planning, Business Strategy, E-commerce, Strategic Communications, Online Marketing, Digital Marketing, Email Marketing, Strategic Partnerships, Creative Direction, Brand Development, SEO, Content Strategy, Mobile Devices, Public Speaking, Fundraising, Strategy, Product Management, Product Marketing, Film Production, Web Design, Blogging, Digital Strategy, Online Advertising
Education
Brown University 2001 — 2005
A.B.
Stockholms universitet 2004 — 2004
Studied Abroad
Community School 1997 — 2001
Hive Lighting February 2011 - Present
GGI September 2009 - February 2011
Media Rights Capital April 2008 - September 2009
Waterman Films LLC March 2008 - April 2009
Endeavor Agency August 2006 - April 2008
Anonymous Content February 2006 - July 2006
Underground Films 2006 - 2006
Ivy Film Festival September 2004 - December 2005
Allen & Co. July 2003 - July 2003
Electronic Arts Inc. April 2001 - June 2001
Skills
Film, Social Media, Business Development, Marketing Strategy, Research, Editing, Entrepreneurship, Start-ups, Social Networking, Entertainment, Social Media Marketing, Television, New Media, Marketing, Event Management, Digital Media, Strategic Planning, Business Strategy, E-commerce, Strategic Communications, Online Marketing, Digital Marketing, Email Marketing, Strategic Partnerships, Creative Direction, Brand Development, SEO, Content Strategy, Mobile Devices, Public Speaking, Fundraising, Strategy, Product Management, Product Marketing, Film Production, Web Design, Blogging, Digital Strategy, Online Advertising
Education
Brown University 2001 — 2005
A.B.
Stockholms universitet 2004 — 2004
Studied Abroad
Community School 1997 — 2001
Alexandria Kuntz Alexandria Kuntz's Allen & Co. Experience July 2009 - July 2014
Job Student
Industry Hospitality
Experience
Ketchum Flower Company - Girl Friday March 2015 - Present
Business as Usual June 2014 - March 2015
Sawtooth Club May 2014 - March 2015
Allen & Co. July 2009 - July 2014
Enoteca July 2013 - January 2014
Java June 2013 - January 2014
True Food Kitchen November 2012 - July 2013
McClain's Pizzeria May 2006 - September 2012
St. Thomas Episcopal Church June 2007 - June 2012
University of Redlands August 2011 - May 2012
Skills
Hospitality, Food Service, Customer Service, Working With Children, Sewing, Staff Training, Sales, Microsoft Office, Organizational Behavior, Adobe Software, Illustrator, Photoshop, Social Media, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Facebook, Training
Education
Arizona State University 2015 — 2016
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
College of Southern Idaho 2013 — 2014
General Studies
University of Redlands 2010 — 2012
General Studies
Ketchum Flower Company - Girl Friday March 2015 - Present
Business as Usual June 2014 - March 2015
Sawtooth Club May 2014 - March 2015
Allen & Co. July 2009 - July 2014
Enoteca July 2013 - January 2014
Java June 2013 - January 2014
True Food Kitchen November 2012 - July 2013
McClain's Pizzeria May 2006 - September 2012
St. Thomas Episcopal Church June 2007 - June 2012
University of Redlands August 2011 - May 2012
Skills
Hospitality, Food Service, Customer Service, Working With Children, Sewing, Staff Training, Sales, Microsoft Office, Organizational Behavior, Adobe Software, Illustrator, Photoshop, Social Media, PowerPoint, Microsoft Word, Time Management, Microsoft Excel, Teamwork, Facebook, Training
Education
Arizona State University 2015 — 2016
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
College of Southern Idaho 2013 — 2014
General Studies
University of Redlands 2010 — 2012
General Studies
Jeffrey J. Logan Jeffrey J. Logan's Allen & Co. Experience July 1994 - January 1999
Job Business Analytics,eCommerce,Order/Warehouse Management Systems
Industry Information Technology and Services
Experience
Triveni February 2012 - Present
Katmandoo8- Lax Kat January 2007 - June 2014
LoganHeart Clothing Company LLC February 2011 - January 2014
FanScream.com May 2009 - January 2014
LAXTOPIA -Lacrosse APP February 2008 - January 2014
Versatile Systems, Inc January 2013 - September 2013
Allen & Co. July 1994 - January 1999
Herzog, Heine, Geduld, Inc January 1980 - September 1994
Skills
Trading, Blogging, Networking, Consulting, Entrepreneurship, Entrepreneur, Business, Sports, Literature, Art, Sales, Series 7, Financial Services, Marketing, Equities, Start-ups, New Business Development, Financial Markets, Securities, Venture Capital, Management, Strategy, Executive Management, Business Development, Strategic Partnerships, Cloud Computing, Enterprise Software, E-commerce, Social Media
Education
City University of New York-John Jay College of Criminal Justice 1975 — 1979
bs, Criminal Justice
Lycoming College 1974 — 1976
BA, Art/ Criminology
Triveni February 2012 - Present
Katmandoo8- Lax Kat January 2007 - June 2014
LoganHeart Clothing Company LLC February 2011 - January 2014
FanScream.com May 2009 - January 2014
LAXTOPIA -Lacrosse APP February 2008 - January 2014
Versatile Systems, Inc January 2013 - September 2013
Allen & Co. July 1994 - January 1999
Herzog, Heine, Geduld, Inc January 1980 - September 1994
Skills
Trading, Blogging, Networking, Consulting, Entrepreneurship, Entrepreneur, Business, Sports, Literature, Art, Sales, Series 7, Financial Services, Marketing, Equities, Start-ups, New Business Development, Financial Markets, Securities, Venture Capital, Management, Strategy, Executive Management, Business Development, Strategic Partnerships, Cloud Computing, Enterprise Software, E-commerce, Social Media
Education
City University of New York-John Jay College of Criminal Justice 1975 — 1979
bs, Criminal Justice
Lycoming College 1974 — 1976
BA, Art/ Criminology
Dionisio Martins Dionisio Martins's Allen & Co. Experience May 2007 - October 2007
Job Graduate Student: Social & Org Psychology Columbia Coaching Certification Program Certificate in Business Excellence
Industry Higher Education
Experience
Columbia University May 2010 - Present
United States Marine Corps June 2005 - July 2011
Allen & Co. May 2007 - October 2007
Stone Source 2001 - 2007
Skills
Listener, Management, Research, Data Analysis, Management Consulting, International Relations, Strategic Planning, Qualitative Research, Leadership Development, Business Strategy, Strategy, Organizational..., Project Management, Analysis, Policy Analysis, Program Management, Executive Coaching, Conflict Management, Culture Change, Change Management, Coaching, Negotiation
Education
Columbia University in the City of New York 2010 — 2013
Certificate in Business Excellence and Organizational/Executive Coaching Certificate, Management Consultant & Change Management Consultant
Columbia University in the City of New York 2010 — 2012
M.S., Social Psychology (Strategic Negotiation & Conflict Resolution), 3.6
Pace University 2005 — 2008
B.A, Philosophy and Religious Studies
Bard College 2003 — 2005
B.A, Philosophy
Columbia University May 2010 - Present
United States Marine Corps June 2005 - July 2011
Allen & Co. May 2007 - October 2007
Stone Source 2001 - 2007
Skills
Listener, Management, Research, Data Analysis, Management Consulting, International Relations, Strategic Planning, Qualitative Research, Leadership Development, Business Strategy, Strategy, Organizational..., Project Management, Analysis, Policy Analysis, Program Management, Executive Coaching, Conflict Management, Culture Change, Change Management, Coaching, Negotiation
Education
Columbia University in the City of New York 2010 — 2013
Certificate in Business Excellence and Organizational/Executive Coaching Certificate, Management Consultant & Change Management Consultant
Columbia University in the City of New York 2010 — 2012
M.S., Social Psychology (Strategic Negotiation & Conflict Resolution), 3.6
Pace University 2005 — 2008
B.A, Philosophy and Religious Studies
Bard College 2003 — 2005
B.A, Philosophy
Joe Cianciolo Joe Cianciolo's Allen & Co. Experience May 2007 - August 2007
Job Head of Business Development @ FutureAdvisor
Industry Financial Services
Experience
FutureAdvisor June 2013 - Present
OmniTrail Technologies May 2010 - Present
Interset (formerly FileTrek) March 2012 - June 2013
SecondMarket, Inc. January 2010 - March 2012
Thomas Weisel Partners June 2008 - November 2009
Allen & Co. May 2007 - August 2007
Skills
Strategic Partnerships, New Business Development, Venture Capital, Corporate Finance, Mergers, Private Equity, Enterprise Software, Intellectual Property, Product Marketing, Strategy, Alternative Investments, Cloud Computing, Mergers & Acquisitions, Financial Services, Product Management, Securities, SaaS
Education
Penn State University
Master of Business Administration (M.B.A.), Corporate Finance & Portfolio Management
Penn State University
B.S., Economics
United States Air Force Academy
B.S., Economics
FutureAdvisor June 2013 - Present
OmniTrail Technologies May 2010 - Present
Interset (formerly FileTrek) March 2012 - June 2013
SecondMarket, Inc. January 2010 - March 2012
Thomas Weisel Partners June 2008 - November 2009
Allen & Co. May 2007 - August 2007
Skills
Strategic Partnerships, New Business Development, Venture Capital, Corporate Finance, Mergers, Private Equity, Enterprise Software, Intellectual Property, Product Marketing, Strategy, Alternative Investments, Cloud Computing, Mergers & Acquisitions, Financial Services, Product Management, Securities, SaaS
Education
Penn State University
Master of Business Administration (M.B.A.), Corporate Finance & Portfolio Management
Penn State University
B.S., Economics
United States Air Force Academy
B.S., Economics
Donald Crooks Donald Crooks's Allen & Co. Experience 1976 - 1981
Job Chair of Business Programs at Wagner College
Industry Education Management
Experience
Wagner College 2002 - Present
Isshinryu Karate --Don Nagle 1967 - Present
Lehman Brothers, Inc. 1992 - 1997
Smith Barney 1992 - 1992
Morgan Stanley 1981 - 1992
Allen & Co. 1976 - 1981
Skills
Research, PowerPoint, Higher Education, Microsoft Office, Public Speaking, Event Planning, Fundraising, Microsoft Excel, Team Leadership, Data Analysis, Equities, Event Management, Strategic Planning, Investment Banking, Program Management, Market Research, Outlook, Trading, Nonprofits, Microsoft Word, Budgets, Marketing, Social Media Marketing, Business Planning, Leadership, Teaching, Sales, Analysis, Coaching, Social Media, Access, Management, Teamwork, Team Building, Business Strategy, Public Relations, Recruiting, Organizational..., Financial Analysis, Customer Service, Time Management, Non-profits, Leadership Development, Staff Development, Program Development, Project Planning, Social Networking, Training, Spanish, Finance
Education
California Coast University 1978 — 1980
Ph.D.
Wagner College 1970 — 1972
MBA
Wagner College 1965 — 1969
B.S.
Wagner College 2002 - Present
Isshinryu Karate --Don Nagle 1967 - Present
Lehman Brothers, Inc. 1992 - 1997
Smith Barney 1992 - 1992
Morgan Stanley 1981 - 1992
Allen & Co. 1976 - 1981
Skills
Research, PowerPoint, Higher Education, Microsoft Office, Public Speaking, Event Planning, Fundraising, Microsoft Excel, Team Leadership, Data Analysis, Equities, Event Management, Strategic Planning, Investment Banking, Program Management, Market Research, Outlook, Trading, Nonprofits, Microsoft Word, Budgets, Marketing, Social Media Marketing, Business Planning, Leadership, Teaching, Sales, Analysis, Coaching, Social Media, Access, Management, Teamwork, Team Building, Business Strategy, Public Relations, Recruiting, Organizational..., Financial Analysis, Customer Service, Time Management, Non-profits, Leadership Development, Staff Development, Program Development, Project Planning, Social Networking, Training, Spanish, Finance
Education
California Coast University 1978 — 1980
Ph.D.
Wagner College 1970 — 1972
MBA
Wagner College 1965 — 1969
B.S.
James Schiro James Schiro's Allen & Co. Experience 2004 - 2004
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Inpoint an Aon company January 2010 - May 2012
UBS June 2007 - December 2009
Dillon Read Capital Management June 2006 - June 2007
GAMCO Investors August 2005 - June 2006
GAMCO 2005 - 2006
Allen & Co. 2004 - 2004
Wall Street Access 2001 - 2004
Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2001 — 2005
Bachelor of Arts, English
The Hun School of Princeton 1997 — 2001
Moelis & Company July 2014 - Present
Inpoint an Aon company January 2010 - May 2012
UBS June 2007 - December 2009
Dillon Read Capital Management June 2006 - June 2007
GAMCO Investors August 2005 - June 2006
GAMCO 2005 - 2006
Allen & Co. 2004 - 2004
Wall Street Access 2001 - 2004
Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2001 — 2005
Bachelor of Arts, English
The Hun School of Princeton 1997 — 2001
Bill Leimkuhler's Allen & Co. Experience 1994 - 1999
Job Financial Advisor and Corporate Lawyer
Industry Investment Banking
Experience
Paice LLC 1999 - Present
Allen & Co. 1994 - 1999
Skills
Hedge Funds, Mergers & Acquisitions, Venture Capital, Due Diligence, Securities, Corporate Development, Business Development, Corporate Governance, Private Equity, Strategic Planning, Start-ups, Corporate Finance, Joint Ventures, Strategy, Intellectual Property, Mergers, Executive Management, Analysis
Education
New York University School of Law 1978 — 1981
JD, Law
Massachusetts Institute of Technology 1973 — 1975
MS, CE, Civil Engineering
Massachusetts Institute of Technology 1969 — 1973
SB
Paice LLC 1999 - Present
Allen & Co. 1994 - 1999
Skills
Hedge Funds, Mergers & Acquisitions, Venture Capital, Due Diligence, Securities, Corporate Development, Business Development, Corporate Governance, Private Equity, Strategic Planning, Start-ups, Corporate Finance, Joint Ventures, Strategy, Intellectual Property, Mergers, Executive Management, Analysis
Education
New York University School of Law 1978 — 1981
JD, Law
Massachusetts Institute of Technology 1973 — 1975
MS, CE, Civil Engineering
Massachusetts Institute of Technology 1969 — 1973
SB
Will Thompson, CFA, CFP's Allen & Co. Experience 1997 - 1997
Job Equity Analyst
Industry Investment Management
Experience
Victrix Investment Advisors May 2013 - Present
Accenture 2010 - 2011
Accenture 2009 - 2010
Jove Partners 2006 - 2008
Sterling Capital Management 2002 - 2006
Courage Capital Management 2001 - 2001
Trinity Capital of Jacksonville 1999 - 2000
Allen & Co. 1997 - 1997
Skills
Valuation, Financial Modeling, Equities, Asset Managment, Portfolio Management, Investments, Financial Analysis, Equity Research, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance & Accounting
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Bolles School 1980 — 1994
Victrix Investment Advisors May 2013 - Present
Accenture 2010 - 2011
Accenture 2009 - 2010
Jove Partners 2006 - 2008
Sterling Capital Management 2002 - 2006
Courage Capital Management 2001 - 2001
Trinity Capital of Jacksonville 1999 - 2000
Allen & Co. 1997 - 1997
Skills
Valuation, Financial Modeling, Equities, Asset Managment, Portfolio Management, Investments, Financial Analysis, Equity Research, Hedge Funds, Bloomberg, Alternative Investments, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance & Accounting
University of Notre Dame 1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services
The Bolles School 1980 — 1994
Aleksandr Kreymer's Allen & Co. Experience May 2008 - December 2008
Job Senior Developer at CreditRiskMonitor
Industry Information Technology and Services
Experience
CreditRiskMonitor January 2009 - Present
Allen & Co. May 2008 - December 2008
SuperNova Productions March 2006 - May 2008
Multimedia Solutions March 2000 - February 2006
Traffic Control Systems May 1998 - February 2000
Skills
XML, .NET, Java, Web Services, SQL, Microsoft SQL Server, C#, AJAX, VB.NET, Software Development, ASP, JavaScript, OOP, IIS, JSP, Web Applications, ASP.NET
Education
Moscow State University of Transport (MIIT) 1992 — 1997
MS, Applied Mathematics
CreditRiskMonitor January 2009 - Present
Allen & Co. May 2008 - December 2008
SuperNova Productions March 2006 - May 2008
Multimedia Solutions March 2000 - February 2006
Traffic Control Systems May 1998 - February 2000
Skills
XML, .NET, Java, Web Services, SQL, Microsoft SQL Server, C#, AJAX, VB.NET, Software Development, ASP, JavaScript, OOP, IIS, JSP, Web Applications, ASP.NET
Education
Moscow State University of Transport (MIIT) 1992 — 1997
MS, Applied Mathematics
Frederick Storz's Allen & Co. Experience 2000 - 2000
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs March 2011 - Present
Massey Quick & Co., LLC July 2007 - March 2011
Delbarton School June 2004 - June 2007
UMDNJ November 2001 - June 2004
Allen & Co. 2000 - 2000
Skills
Alternative Investments, Hedge Funds, Valuation, Investments, Fixed Income, Investment Management, Asset Allocation, Strategic Financial..., Due Diligence, Portfolio Management, Private Equity, Equities, Asset Managment, Bloomberg, Financial Modeling, Asset Management, Equity Research
Education
Williams College 1997 — 2001
Political Science, Finance
Deerfield Academy 1996 — 1997
Goldman Sachs March 2011 - Present
Massey Quick & Co., LLC July 2007 - March 2011
Delbarton School June 2004 - June 2007
UMDNJ November 2001 - June 2004
Allen & Co. 2000 - 2000
Skills
Alternative Investments, Hedge Funds, Valuation, Investments, Fixed Income, Investment Management, Asset Allocation, Strategic Financial..., Due Diligence, Portfolio Management, Private Equity, Equities, Asset Managment, Bloomberg, Financial Modeling, Asset Management, Equity Research
Education
Williams College 1997 — 2001
Political Science, Finance
Deerfield Academy 1996 — 1997
Holger Staude's Allen & Co. Experience June 2009 - June 2010
Job Vice President, Goldman Sachs SSG
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2010 - Present
Revionics December 2014 - Present
Paycor June 2014 - Present
The SAVO Group May 2014 - Present
Clarizen May 2014 - Present
Allen & Co. June 2009 - June 2010
Education
Princeton University
Goldman Sachs July 2010 - Present
Revionics December 2014 - Present
Paycor June 2014 - Present
The SAVO Group May 2014 - Present
Clarizen May 2014 - Present
Allen & Co. June 2009 - June 2010
Education
Princeton University
James Maiden's Allen & Co. Experience 1989 - 2002
Job Independent Investment Management Professional
Industry Investment Management
Experience
Allen & Co. 1989 - 2002
L.F. ROTHSCHILD UNTERBERG TOWBIN September 1982 - August 1988
Skills
Asset Management, Fixed Income, Investments, Equities, Portfolio Management
Education
Susquehanna University 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Allen & Co. 1989 - 2002
L.F. ROTHSCHILD UNTERBERG TOWBIN September 1982 - August 1988
Skills
Asset Management, Fixed Income, Investments, Equities, Portfolio Management
Education
Susquehanna University 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Kelly Sarpolis's Allen & Co. Experience September 2003 - August 2010
Job Senior Administrative Assistant at Leucadia National
Industry Financial Services
Experience
Torchlight Investors June 2011 - January 2014
Allen & Co. September 2003 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Notary Public
Education
State University of New York at New Paltz 1991 — 1994
Bachelor of Science in Business Administration, Marketing
Chenango Valley
State Univesity of New York at Delhi
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Torchlight Investors June 2011 - January 2014
Allen & Co. September 2003 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Notary Public
Education
State University of New York at New Paltz 1991 — 1994
Bachelor of Science in Business Administration, Marketing
Chenango Valley
State Univesity of New York at Delhi
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Bob Dean's Allen & Co. Experience January 1995 - Present
Job Managing Director at Allen & Co.
Industry Investment Management
Experience
Allen & Co. January 1995 - Present
Merrill Lynch June 1993 - December 1994
Skills
Equities, Investment Management, Venture Capital, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Portfolio Management, Alternative Investments, Investment Strategies, Management, Hedge Funds, Investments, Due Diligence, Credit, Start-ups, Capital Markets
Education
Duke University 1989 — 1993
B.A.
Allen & Co. January 1995 - Present
Merrill Lynch June 1993 - December 1994
Skills
Equities, Investment Management, Venture Capital, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Portfolio Management, Alternative Investments, Investment Strategies, Management, Hedge Funds, Investments, Due Diligence, Credit, Start-ups, Capital Markets
Education
Duke University 1989 — 1993
B.A.
Edward Copelin's Allen & Co. Experience July 2013 - July 2014
Job Partner at Cornerpoint Partners, LLC
Industry Real Estate
Experience
Allen & Co. July 2013 - July 2014
Skills
Data Analysis, Corporate Finance, Financial Modeling, Private Equity, Valuation, Investment Banking
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
Emory University School of Law 2009 — 2013
Doctor of Law (J.D.)
Dartmouth College
Bachelor of Arts (B.A.)
Deep Springs College
Allen & Co. July 2013 - July 2014
Skills
Data Analysis, Corporate Finance, Financial Modeling, Private Equity, Valuation, Investment Banking
Education
Emory University - Goizueta Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
Emory University School of Law 2009 — 2013
Doctor of Law (J.D.)
Dartmouth College
Bachelor of Arts (B.A.)
Deep Springs College
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